IT · Earnings call · 2026Q2T · Full report

Trade Policy and Tariffs

GARTNER INC · 2026-08-04 · Importance 17 · Surprise 24

Management identified tariffs as an ongoing macro factor affecting companies in tariff-exposed industries. These companies are operating under tighter cost constraints than companies without imposed tariffs, which can pressure spending and purchasing decisions. Gartner is assuming tariff-related conditions will persist and is relying on BTI improvements to demonstrate value to customers facing significant macroeconomic dislocations.